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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,860 | $88,672+17.1% | $105,223-1.3% | $82,448+26.0% |
| Participation rate | 56.3% | 67.9%-11.7pp | 75.0%-18.8pp | 68.1%-11.8pp |
| Annual return | 16.92% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,761 | $3,048-42.2% | $3,689-52.3% | $2,551-31.0% |
| Participant deferral / active EE | $4,998 | $4,036+23.8% | $5,072-1.5% | $4,139+20.7% |
| Admin fee / account holder | $26,945 | $7,146+277.1% | $8,859+204.2% | $7,234+272.5% |